Dividend Growth & Income
The Dividend Growth and Income SMA strategy seeks dividend income from a portfolio of 33 individual stock with capital appreciation being a secondary objective. The portfolio takes a disciplined approach to select stocks based on the dividend history, ability to raise the dividend, and opportunity for growth.
Additionally, potential stocks need to have sufficient yield, dividend history, and potential for increases to dividends. Since the companies need strong quantitative scores, stocks and sectors with very high dividend yields are often passed over.
Portfolio Managers
Tom Kaiser, CFA, CPA
Dave Gilreath, CFP®
Dave Gilreath, CFP®
Inception Date
07/01/2005
Dividend Growth & Income SMA Strategy Highlights
Seeks current income and capital appreciation through investing in dividend paying U.S. companies.
Diversification across multiple companies and sectors.
Active management of SMA focused on mitigating downside risk of individual companies.